Insurance Advisor Life, Health & Wealth

RBC Insurance; Lethbridge; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance provider in Lethbridge is seeking a self-motivated Insurance Advisor Life & Wealth. The role involves providing comprehensive life insurance and financial advice, developing client relationships, and achieving sales goals. Candidates should have a post-secondary degree and 1-2 years of professional sales experience in the insurance industry. Strong client management skills and digital literacy are essential. The position offers a supportive environment with attractive benefits including three weeks of paid vacation.

Benefits

3 weeks paid vacation

Comprehensive compensation package

Flexible health benefits

Employee savings and profit-sharing options

Outstanding training programs

Qualifications

• 1-2+ years’ professional sales experience in the Insurance Industry
• Life/A&S License (HLLQP/LLQP), or willingness to complete
• Ability to develop and maintain strong client relationships
• Business development and prospecting skills with a goal-oriented attitude
• Digital literacy using a variety of systems and tools

Responsibilities

• Connect with clients to understand their needs and offer advice
• Promote a client-first mindset in a digital environment
• Deepen client relationships using CRM tools
• Achieve individual sales goals contributing to team success
• Capitalize on market opportunities and referrals
• Regularly review individual business results

Skills

Communication

Competitive Markets

Cross-Selling

Customer Knowledge

Customer Needs

Interpersonal Relationship Management

Sales

Perseverance and Follow-Through

Education

Post-secondary degree or equivalent

Tools

Salesforce

Job description

Overview

We are looking for self-motivated, highly driven and entrepreneurial individuals to join our Ontario North Field Sales team at RBC Insurance. As an accredited Insurance Advisor Life & Wealth (HLLQP/LLQP) you provide integrated life insurance planning and advice to your existing network of referrals and new RBC client acquisitions. Your drive to understand the full-suite of RBC Insurance Life, Whole Life, Living Benefits, & Wealth products enables you to provide valuable solutions to your clients based on their needs. Alongside your own prospecting and networking activity, you are fully supported by internal partners who work to help to deepen your client relationships through effective opportunity spotting and honest sales practices. We’re proud to promote a culture where great people and ideas are rewarded and teamwork is encouraged. When you succeed, we succeed. Join us.

What will you do?

• Connect with clients through discovery to better understand their life events and offer comprehensive insurance and financial advice that aligns to their current and changing needs
• Promote a client-first mindset in a digital environment by meeting clients when it is most convenient for them
• Develop and deepen client relationships with the use of Salesforce and other compliant customer tools/electronic forms
• Contribute to and be accountable for your team sales success through the achievement of your individual sales goals
• Increase your external networks by capitalizing on market opportunities and referrals from approved centres of influence
• Regularly review individual business results and adjust activities as required to meet established targets
• Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions

What do you need to succeed?

Must have

• Post-secondary degree or equivalent
• Business development and prospecting skills with a goal-oriented attitude with a strong ambition to succeed
• The ability to develop and maintain strong client relationships
• Life/A&S License (HLLQP/LLQP), or the willingness to complete
• 1-2+ years’ professional sales experience in the Insurance Industry
• An existing network of referrals and approved centres of influence
• Digital literacy using a variety of systems and tools

Nice to have

• Industry Designations Preferred: CFP (Certified Financial Planner), CLU (Chartered Life Underwriter), CHS (Certified Health Insurance Specialist)

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• The resources and support you need to develop your client portfolio and advance your career goals
• 3 weeks paid vacation
• A comprehensive compensation package and incentives that recognize strong performance
• Flexible health benefits that allow you to choose the level of coverage that is right for you and your family
• Employee savings, profit-sharing, and pension options to help you grow your savings and plan for future financial security
• Outstanding training programs and opportunities for career development
• RBCI software tools to boost your productivity

RBC is committed to supporting flexible work arrangements when and where available. Details to be discussed with Hiring Manager

Job Skills

Communication, Competitive Markets, Cross-Selling, Customer Knowledge, Customer Needs, Interpersonal Relationship Management, Life Insurance, Perseverance and Follow-Through, Sales, Sales Activities

Additional Job Details

• Address: 204 1 AVE S:LETHBRIDGE
• City: Lethbridge
• Country: Canada
• Work hours/week: 37.5
• Employment Type: Full time
• Platform: INSURANCE
• Job Type: Regular
• Pay Type: Salaried
• Posted Date: 2025-03-20
• Application Deadline: 2025-09-30
• Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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